Kopp Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kopp Family Office’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	140,050 +1,654	+1%	+$121K	6.62%	6
2026 Q1	$9.35M	Sell	138,396 -140,103	-50%	-$9.72M	6.43%	6
2025 Q4	$18.4M	Buy	278,499 +94,206	+51%	+$6.17M	11.73%	3
2025 Q3	$12M	Buy	184,293 +11,200	+6%	+$720K	7.83%	4
2025 Q2	$10.7M	Buy	173,093 +116,980	+208%	+$6.87M	6.95%	5
2025 Q1	$3.27M	Buy	56,113 +1,650	+3%	+$102K	2.26%	13
2024 Q4	$3.39M	Buy	54,463 +53,898	+9,539%	+$3.46M	2.15%	13
2024 Q3	$35K	Hold	565	–	–	0.02%	21
2024 Q2	$33K	Hold	565	–	–	0.02%	20
2024 Q1	$34K	Hold	565	–	–	0.02%	20
2023 Q4	$31K	Hold	565	–	–	0.02%	20
2023 Q3	$28K	Hold	565	–	–	0.02%	20
2023 Q2	$30K	Hold	565	–	–	0.02%	21
2023 Q1	$28K	Hold	565	–	–	0.02%	21
2022 Q4	$27K	Sell	565 -45	-7%	-$2.17K	0.02%	22
2022 Q3	$27K	Hold	610	–	–	0.02%	13
2022 Q2	$28K	Hold	610	–	–	0.02%	13
2022 Q1	$33K	Hold	610	–	–	0.02%	13
2021 Q4	$35K	Sell	610 -125	-17%	-$6.96K	0.02%	13
2021 Q3	$39K	Hold	735	–	–	0.02%	12
2021 Q2	$40K	Hold	735	–	–	0.02%	11
2021 Q1	$38K	Hold	735	–	–	0.02%	11
2020 Q4	$34K	Hold	735	–	–	0.01%	11
2020 Q3	$27K	Buy	+735	New	+$27.5K	0.01%	11

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kopp Family Office's IJH Position: Q2 2026 in Review

Kopp Family Office increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $121K and bringing the position to 140,050 shares worth $10.8M. The position accounts for 6.62% of the portfolio, ranked #6.

Kopp Family Office first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.4M in Q4 2025. 1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kopp Family Office held 140,050 shares of iShares Core S&P Mid-Cap ETF worth $10.8M as of Q2 2026.
Kopp Family Office bought 1,654 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $121K.
iShares Core S&P Mid-Cap ETF made up 6.62% of Kopp Family Office's portfolio in Q2 2026, its #6 holding.
Kopp Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
Kopp Family Office's iShares Core S&P Mid-Cap ETF position peaked at $18.4M in Q4 2025.
1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.